Gate Ventures Podcast | Episode 15
From Equity Trader to Crypto VC: High Rates, Tokenized Stocks, DATs, and Robinhood Chain
🌟Guest: Balder Bomans, CIO at Maven 11 Capital
@Maven11Capital @BalderBomans
🎤Host: Jeremy Wallis, Partner at Gate Ventures
@fintechblocks
Tokenized T-bills now pay a real yield on-chain. Stock tokens are pulling huge volume. DATs let traditional PMs buy crypto through a listed ticker. But which of these would actually hold up as a position on a real equity desk?
Our guest Balder Bomans, CIO at Maven 11 Capital, spent eight years trading European cash equities at Kempen before co-founding the Amsterdam-based crypto VC. He joins us to break down how high rates, tokenized stocks and DATs are reshaping crypto investing.
We'll cover:
🔹What an equity desk teaches you about underwriting tokens — and what you have to unlearn
🔹Tokenized T-bills & the on-chain risk-free rate: who wins, who loses?
🔹xStocks, Robinhood Chain & the SEC exemption: are stock tokens really equities?
🔹DATs: a distribution layer that scales, or premium-to-NAV vehicles waiting to break?
🔹MiCA vs. the U.S. sandbox vs. Asia: where should companies actually build?
🗓️ September 30, 2026, 12 – 1 PM UTC | 8 – 9 PM GMT+8
📍Video livestream on Gate Ventures' X — also live on X Spaces. Set your reminder:
x.lingyaoai.com/i/spaces/1wxWjlO…